Plan Sponsor Services
Our work with Plan Sponsors starts by developing clearly defined plan goals and objectives. Our 6 step proprietary process ensures that all Department of Labor and ERISA requirements are not simply being met, but that standards are being exceeded. We focus on limiting employer liability and achieving stated plan objectives, all while reducing our clients' work load.
Through our plan governance process, RetireRight Pittsburgh facilitates program implementation, creation of the required documents and an ongoing monitoring process which assists with continued compliance. This is done concurrently with documenting and storing the data necessary to comply with regulatory requirements. We have created a ‘Fiduciary Vault’ for our clients which would satisfy the request of any plan auditor by providing a comprehensive paper trail.
In addition, we provide comprehensive fiduciary training to plan sponsors. By obtaining a Fiduciary Trained and Certified Seal, clear evidence is provided of your efforts to understand and meet ERISA guidelines and industry best practices.